Articles in this section

See more

Security Groups

  • Updated
Follow

Overview

Each Flex system user is assigned to a security group. Users are granted specific system permissions based on the security group to which they are assigned. For example, a warehouse employee who is assigned to the Shop Techs security group will have most inventory related permissions granted, but not many financial or administration related permissions.

By default, your Flex system includes the following security groups:

  • Accounting
  • Administrators
  • Inventory Managers
  • Management
  • Registered Users
  • Restricted
  • Sales Reps
  • Shop Techs

You can add or delete security groups as needed.

Changing Security Group Permissions

  1. On the System Settings menu, click Security Groups.
  2. Click the PERMISSIONS button in the row of the security group that you want to edit.
  3. Select either DENY or GRANT for each option. All changes are automatically saved, and any user belonging to that security group will have to log out and log back in for changes to take effect.

permissions.png

If the security group is based on another security group, the INHERIT column will apply the permissions of the parent security group.

Adding a Security Group

  1. On the System Settings menu, click Security Groups.
  2. In the Workbench Menu, click New Security Group.
  3. Enter the new security group information.
    • Name: The name of the security group, like Account Managers, Shop Techs, etc.
    • Description: Details about the security group (optional).
    • Member Groups: Groups that you want to inherit the permissions of this group.
    • Security Policy: Learn more on the Security Policies page.
  4. Click CREATE.

The new security group is now ready to have permissions granted or denied. Learn how to do this in the Changing Security Group Permissions section.

Editing Security Group Settings

  1. On the System Settings menu, click Security Groups.
  2. Double-click the security group that you want to edit.
  3. Edit the security group information.
    • Name: The name of the security group, like Account Managers, Shop Techs, etc.
    • Description: Details about the security group (optional).
    • Member Groups: Groups that you want to inherit the permissions of this group.
    • Security Policy: Learn more on the Security Policies page.
  4. Click UPDATE.

Deleting a Security Group

  1. On the System Settings menu, click Security Groups.
  2. Double-click the security group name you want to delete.
  3. Click Delete this Security Group in the Workbench Menu.

If you receive an error telling you that you cannot delete the security group, try removing the group from all user’s “Default Group” and “Group Membership” fields. You can quickly view who is assigned to a group by clicking the MEMBERS button in the row of the security group.

 

Related articles